Scott Davis

Scott Davis

Senior Advisor

BIOGRAPHY

Scott Davis is a Senior Advisor with AdvicePeriod. With nearly two decades in global financial services, Scott is responsible for the client experience of many of the firm’s most complex and sophisticated families. Scott partners with their external advisors, including tax and estate planning experts, to ensure a holistic client experience.

Prior to joining AdvicePeriod, Scott worked with many of his current teammates at Convergent Wealth Advisors where he was a Managing Director. Before Convergent, Scott managed a multi-billion-dollar family office overseeing private equity, hedge fund and direct investments.

Scott earned a BS from The Pennsylvania State University. He volunteers for several charities including ESL tutoring, Big Brothers Big Sisters and Junior Achievement. Scott is also a dedicated and adoring father to his two young children.

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About AdvicePeriod

AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod.